Institutional Manager · CIK 0001688511
ThornTree Capital Partners LP
Boston, MA · File #028-17785
Latest AUM
$597.9M
Positions
15
Top-10 Concentration
77.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202515 pos · $597.9M
- 13F HOLDINGS REPORTQ/E Sep 202518 pos · $653.4M
- 13F HOLDINGS REPORTQ/E Jun 202517 pos · $600.6M
- 13F HOLDINGS REPORTQ/E Mar 202519 pos · $453.0M
- 13F HOLDINGS REPORTQ/E Dec 202426 pos · $770.1M
- 13F HOLDINGS REPORTQ/E Sep 202424 pos · $601.2M
- 13F HOLDINGS REPORTQ/E Jun 202421 pos · $586.9M
- 13F HOLDINGS REPORTQ/E Mar 202420 pos · $592.8M
- 13F HOLDINGS REPORTQ/E Dec 202318 pos · $382.3M
- 13F HOLDINGS REPORTQ/E Sep 202318 pos · $420.7M
- 13F HOLDINGS REPORTQ/E Jun 202318 pos · $402.5M
- 13F HOLDINGS REPORTQ/E Mar 202317 pos · $304.1M
Top 15 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 89,302 | $59.2M | 9.89% |
| 2 | AFFIRM HLDGS INC | AFRM | 767,754 | $57.1M | 9.56% |
| 3 | META PLATFORMS INC | META | 76,272 | $50.3M | 8.42% |
| 4 | ALPHABET INC | GOOG | 146,825 | $46.0M | 7.69% |
| 5 | VIKING HOLDINGS LTD | VIK | 619,995 | $44.3M | 7.40% |
| 6 | ROCKET COS INC | 77311W101 | 2,231,659 | $43.2M | 7.23% |
| 7 | CIENA CORP | CIEN | 178,657 | $41.8M | 6.99% |
| 8 | ON HLDG AG | H5919C104 | 862,010 | $40.1M | 6.70% |
| 9 | RALPH LAUREN CORP | RL | 112,052 | $39.6M | 6.63% |
| 10 | NU HLDGS LTD | NU | 2,340,774 | $39.2M | 6.55% |
| 11 | DUOLINGO INC | DUOL | 184,867 | $32.4M | 5.43% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 328,829 | $32.4M | 5.42% |
| 13 | NETFLIX INC | NFLX | 300,810 | $28.2M | 4.72% |
| 14 | MERCADOLIBRE INC | MELI | 13,826 | $27.8M | 4.66% |
| 15 | COSTAR GROUP INC | CSGP | 242,032 | $16.3M | 2.72% |